Welcome to Serenity — your central hub for managing Environmental, Health, and Safety (EHS) programs with confidence and clarity. Whether you're rolling out incident reporting, inspections, audits, or safety actions, this article will guide you through the essential setup steps needed to get your organization up and running.
🎯 Goal: Help new Serenity customers configure their workspace, establish their org structure, and prepare for a successful launch across teams.
Core Setup: What Needs to Happen First?
Before users start reporting incidents or completing inspections, your administrators need to complete several key configuration tasks:
1. Log In & Access Serenity
First things first — learn how to sign into the platform and verify your access.
2. Navigate the Serenity Workspace
Take a tour of the Serenity Workspace layout so you know where to find dashboards, records, settings, and actions.
3. Understand the Home Screen
See how your Serenity home screen gives you a real-time view of key EHS activities, recent records, open tasks, and role-based KPIs.
4. Set Up Your Organization
Add your company name, business units, and locations to create the structure that everything else connects to.
5. Configure Access and Security
Define who can access Serenity and how they authenticate
6. Assign Roles and Permissions
Grant your team the appropriate level of access across modules like Incidents, Inspections, and Investigations.
7. Download and Use the Mobile App
Get your teams using Serenity in the field with our mobile app for iOS and Android.
🎉 Ready to Launch!
Once these core setup steps are complete, your teams will be ready to begin using Serenity for EHS incident reporting, inspections, risk assessments, and more
Need help? Our Customer Success and Support teams are always here to assist. You’ll also find in-depth guides and walkthroughs throughout this knowledge base.